Filed April 25, 2025
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $435,318 | $201,259+116.3% | $184,200+136.3% | $145,959+198.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.88% | 28.98%-20.1pp | 28.80%-19.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $15,067 | $7,018+114.7% | $6,424+134.5% | $4,661+223.3% |
| Participant deferral / active EE | $11,606 | $9,806+18.4% | $9,132+27.1% | $6,689+73.5% |
| Admin fee / account holder | $1,588 | $16,372-90.3% | $13,907-88.6% | $13,398-88.1% |